See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $585,160 | $185,822+214.9% | $169,993+244.2% | $139,434+319.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.12% | 60.50%-43.4pp | 53.37%-36.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $11,408 | $7,590+50.3% | $6,785+68.1% | $4,751+140.1% |
| Participant deferral / active EE | $23,201 | $11,622+99.6% | $10,408+122.9% | $6,710+245.8% |
| Admin fee / account holder | $164 | $15,381-98.9% | $12,815-98.7% | $11,403-98.6% |